Client Relationship Specialist - Southpointe, PA

Charles Schwab Inc. • Cecil Township, PA

5d • $50,900 - $80,200

About The Position

The Client Relationship Specialist (CRS) delivers a personalized, high-quality client experience while supporting the operational success of a Schwab branch. The role provides an entry point into financial services, with hands-on client interaction, exposure to wealth management services, and opportunities for career growth. The specialist helps clients feel heard, supported, and confident in their relationship with Schwab by understanding their needs, accurately resolving requests, and escalating issues when needed. Responsibilities also include supporting daily branch operations, servicing accounts, handling documentation and follow-up, and partnering with colleagues to strengthen client engagement and operational excellence. Schwab provides training, coaching, mentorship, learning opportunities, and support for required licensing aligned with the employee’s goals.

Requirements

• At least 1 year of client-facing or customer service experience.
• Complete requests and tasks accurately while following established processes and prioritizing work to meet deadlines.
• Organize tasks, client requests, and follow-ups to ensure timely and consistent execution.
• Produce high-quality, error-free work and identify discrepancies or issues early.
• Listen carefully to understand client needs and respond with clear, accurate communication.
• Ask thoughtful questions, confirm understanding, and adapt communication style to ensure alignment.
• Partner effectively with internal teams to deliver seamless client experiences.
• Build trust through professionalism, responsiveness, and reliability.
• Adapt to changing priorities, client needs, and processes in a fast-paced environment.
• Remain flexible and solution-oriented when navigating new or complex situations.
• Be open to feedback and apply it to improve performance.
• Show willingness to learn, grow, and adopt new approaches or skills.

Responsibilities

• Deliver a welcoming, inclusive client experience by understanding client needs and resolving requests accurately and carefully.
• Support daily branch operations, including account servicing, documentation, and follow-up.
• Communicate effectively with clients and colleagues, adapting to different communication styles and needs.
• Use active listening to understand client priorities and escalate issues when needed.
• Manage multiple tasks and priorities to meet deadlines while maintaining quality.
• Partner with team members to drive client engagement and operational excellence.
• Build trust and long-term relationships through professionalism, reliability, and a client-first mindset.

Benefits

• Four-week live virtual Client Relationship Specialist University (CRSU) training program.
• In-branch hands-on training and mentorship, with support from a manager, peers, and dedicated mentors.
• Career development and opportunities to explore paths aligned with individual strengths.
• Support for required licensing aligned with career goals.
• Bonus and incentive opportunities tied to performance in addition to base pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed